Compare funds
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth Option | |
|---|---|
| category | ELSS |
| benchmark | BSE 500 |
| history from | 2013-01-02 |
| rating (overall) | ★★★☆☆ |
| 3y / 5y / 10y stars | 2 / 2 / 3 |
| return 1Y | 1.15% |
| return 3Y | 11.16% |
| return 5Y | 9.70% |
| return 10Y | 13.45% |
| vs benchmark 1Y | 0.72% |
| vs benchmark 3Y | 0.02% |
| vs benchmark 5Y | - |
| 3y volatility | 14.89% |
| 3y worst fall | -18.32% |
| 3y Sharpe | 0.30 |
| 3y Sortino | 0.42 |
| 3y alpha | 0.51% |
| 3y beta | 0.94 |
| 3y information ratio | 0.07 |
| 3y up / down capture | 95 / 93 |
| 3y risk-adj. rank in category | 72nd of 36 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.